Eric Linger (BSEE, MBA, MSEE)

Eric Linger focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Regardless of whether you are preparing your children for college, preparing for retirement or are already retired, we want to help you achieve financial security and worry less about your financial future.

We specialize in providing customized financial planning and investment management. Our services include investment planning and management, pre/post retirement planning, college planning, and trust and estate issues.

Each client receives personalized service and their portfolios are customized to meet their own specific needs. Everything we do is aimed at helping our clients meet their investment goals with the least risk possible.

We manage your money as if it were our own.

Additional Information

Our service is personalized and customized to meet your needs. We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements.

We look forward to hearing from you. Phone (425-898-8989) or email (elinger@Sherwood-Investments.com).

Please visit our web site, www.Sherwood-Investments.com for additional information and suggested investment strategies.

 

Please contact us if you would like to simplify your financial life and become more financially secure.

NAPFA Start Date

January 13, 2004

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This Office

23705 NE 61st St Redmond, WA 98052 Phone: (425) 898-8989